ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,254 | -24.1% | 14,778 | -19.5% | 0.00% | 0.0% |
| Q2 2023 | $1,450,933 | +2.0% | 18,355 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $1,422,158 | +46.9% | 17,959 | +46.4% | 0.00% | 0.0% |
| Q4 2022 | $968,160 | +14.0% | 12,269 | +2.5% | 0.00% | – |
| Q3 2022 | $849,000 | -22.1% | 11,973 | -12.3% | 0.00% | -100.0% |
| Q2 2022 | $1,090,000 | -6.4% | 13,649 | -0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,164,000 | +19.3% | 13,651 | +27.0% | 0.00% | – |
| Q4 2021 | $976,000 | +25.4% | 10,750 | +32.7% | 0.00% | – |
| Q3 2021 | $778,000 | +42.2% | 8,102 | +47.0% | 0.00% | – |
| Q2 2021 | $547,000 | +40.6% | 5,510 | +34.2% | 0.00% | – |
| Q1 2021 | $389,000 | +4.3% | 4,105 | +2.7% | 0.00% | – |
| Q4 2020 | $373,000 | +7.8% | 3,999 | -7.0% | 0.00% | – |
| Q3 2020 | $346,000 | +24.5% | 4,302 | +5.3% | 0.00% | – |
| Q2 2020 | $278,000 | – | 4,084 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WFA Asset Management Corp | 14,893 | $1,175,244 | 0.77% |
| Bond & Devick Financial Network, Inc. | 13,637 | $1,076,125 | 0.77% |
| Evergreen Wealth Solutions, LLC | 6,433 | $508 | 0.67% |
| First Pacific Financial | 15,078 | $1,189,773 | 0.59% |
| Whelan Financial | 11,521 | $909,122 | 0.55% |
| BSW Wealth Partners | 30,638 | $2,418 | 0.52% |
| MISSION WEALTH MANAGEMENT, LP | 136,822 | $10,796,591 | 0.52% |
| FINANCIAL MANAGEMENT NETWORK INC | 13,884 | $1,121,257 | 0.50% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 9,342 | $737,155 | 0.48% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,680 | 0.42% |